Nfp-Retirement

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "SABR",
  null,
  "FNDA",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "VONG",
  "GOOGL",
  "NHI",
  "VDE",
  null,
  "AXP",
  null,
  "AEG",
  "SCHH",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "BRO",
  "CII",
  "BME",
  "BUI",
  "BST",
  null,
  null,
  null,
  null,
  "BSX",
  null,
  null,
  "RXRX",
  null,
  null,
  null,
  null,
  null,
  "AG",
  null,
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  null,
  null,
  "EU",
  "UNP",
  "QCOM",
  "FSCO",
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  "LIN",
  null,
  "UUUU",
  null,
  null,
  null,
  "VEEE",
  "MSFT",
  null,
  null,
  "GE",
  null,
  null,
  "IJR",
  "IWD",
  "ORCL",
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  null,
  "MPW",
  "AMGN",
  "FNDX",
  null,
  null,
  null,
  "SCHX",
  null,
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "SYK",
  "CI",
  "TGT",
  "TFC",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "HL",
  "VXF",
  null,
  "VWO",
  "VRN.TO",
  null,
  "PRF",
  null,
  "VCIT",
  null,
  "VIG",
  null,
  "IWN",
  "IEF",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  "AON",
  "APH",
  "SDY",
  "F",
  "WM",
  "IWP",
  "IWR",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "SBRA",
  null,
  null,
  null,
  null,
  "ACM",
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "VUG",
  "VFH",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "VRSN",
  "V",
  "WMT",
  "WFC",
  "WELL",
  null,
  null,
  "IUSG",
  null,
  null,
  "ORC",
  "DNN",
  "SCHD",
  "SOFI",
  null,
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  "SCHA",
  "SO",
  "SBSW",
  "CRM",
  "DIA",
  null,
  "IXUS",
  "ZION",
  "IUSV",
  null,
  "MELI",
  "MCK",
  null,
  "FDX",
  "BAC",
  "BTE",
  "BA",
  "CVE",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  null,
  "DOMO",
  "RSP",
  "EFA",
  "USMV",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 277
Total Value: 1261538605
Accession Number: 0001085146-25-003012
Form Type: 13F-HR
CIK: nfp-retirement
Manager Name: Nfp-Retirement

Data Enrichment

65% identified

179 identified98 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

277 positions • $1,261,538.605K total value

277 positions

Manager:

SEC FilingSEC DataHachi Filing

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72201R585

Shares:70.4K

Value:$1.9M

CHEVRON CORP

CVX|166764100

Shares:10.9K

Value:$1.8M

NATIONAL HEALTH INVESTORS INC

NHI|63633D104

Shares:24.7K

Value:$1.8M

46429B747

Shares:16.9K

Value:$1.7M

46137V233

Shares:37.9K

Value:$1.7M

922908595

VBK|922908595

Shares:6.6K

Value:$1.7M

922907746

VTEB|922907746

Shares:33.3K

Value:$1.7M

Alphabet Inc.

GOOG|02079K107

Shares:10.4K

Value:$1.6M

PROCTER & GAMBLE Co

PG|742718109

Shares:9.5K

Value:$1.6M

SHERWIN WILLIAMS CO

SHW|824348106

Shares:4.6K

Value:$1.6M

WELLTOWER INC.

WELL|95040Q104

Shares:10.2K

Value:$1.6M

78464A292

Shares:47.9K

Value:$1.6M

922908769

VTI|922908769

Shares:5.5K

Value:$1.5M

SPDR GOLD TRUST

GLD|78463V107

Shares:5.1K

Value:$1.5M

81369Y803

XLK|81369Y803

Shares:7.1K

Value:$1.5M

78463X889

SPDW|78463X889

Shares:39.7K

Value:$1.4M

464287614

IWF|464287614

Shares:4.0K

Value:$1.4M

464287721

Shares:10.2K

Value:$1.4M

464287176

Shares:12.2K

Value:$1.4M

78464A649

Shares:52.8K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(cusip72201R585)✕	70.4K	QoQ -3.57% (-2.6K) YoY +178.95% (+45.2K)	All Managers (Combined)	$1.9M	QoQ -1.98% (-$37.5K) YoY +185.34% (+$1.2M)
CHEVRON CORP(CVXcusip166764100)	10.9K	QoQ -0.39% (-43) YoY -7.76% (-917)	All Managers (Combined)	$1.8M	QoQ +15.05% (-$238.5K) YoY -2.17% (-$40.6K)
NATIONAL HEALTH INVESTORS INC(NHIcusip63633D104)	24.7K	QoQ -0.67% (-167) YoY -9.08% (-2.5K)	All Managers (Combined)	$1.8M	QoQ +5.86% (-$100.9K) YoY +6.87% (-$117.2K)
(cusip46429B747)✕	16.9K	QoQ -2.09% (-361) YoY +13.24% (+2.0K)	All Managers (Combined)	$1.7M	QoQ +0.70% (-$12.2K) YoY +17.85% (+$265.0K)
(cusip46137V233)✕	37.9K	QoQ -2.25% (-872) YoY -4.05% (-1.6K)	All Managers (Combined)	$1.7M	QoQ -9.96% (-$192.8K) YoY +4.80% (-$79.9K)
(VBKcusip922908595)	6.6K	QoQ -4.41% (-307) YoY +8.75% (+535)	All Managers (Combined)	$1.7M	QoQ -14.06% (-$273.9K) YoY +5.02% (+$80.1K)
(VTEBcusip922907746)	33.3K	QoQ -34.19% (-17.3K) YoY -26.25% (-11.9K)	All Managers (Combined)	$1.7M	QoQ -34.86% (-$885.7K) YoY -27.69% (-$633.6K)
Alphabet Inc.(GOOGcusip02079K107)	10.4K	QoQ -5.12% (-560) YoY -9.15% (-1.0K)	All Managers (Combined)	$1.6M	QoQ -22.16% (-$461.5K) YoY -6.79% (-$118.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	9.5K	QoQ +0.40% (+38) YoY -7.08% (-722)	All Managers (Combined)	$1.6M	QoQ +2.05% (+$32.5K) YoY -2.40% (-$39.8K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	4.6K	QoQ -16.04% (-873) YoY NEW(+4.6K)	All Managers (Combined)	$1.6M	QoQ -13.75% (-$254.5K) YoY NEW(+$1.6M)
WELLTOWER INC.(WELLcusip95040Q104)	10.2K	QoQ +0.84% (+86) YoY -4.89% (-527)	All Managers (Combined)	$1.6M	QoQ +22.59% (+$289.0K) YoY +55.92% (-$562.4K)
(cusip78464A292)✕	47.9K	QoQ +2.72% (+1.3K) YoY +3.36% (-1.6K)	All Managers (Combined)	$1.6M	QoQ +0.85% (+$13.2K) YoY -3.98% (-$64.4K)
(VTIcusip922908769)	5.5K	QoQ +7.18% (+366) YoY -32.23% (-2.6K)	All Managers (Combined)	$1.5M	QoQ +1.63% (+$24.2K) YoY -28.35% (-$594.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	5.1K	QoQ +2.55% (+128) YoY -13.92% (-832)	All Managers (Combined)	$1.5M	QoQ +22.04% (+$267.8K) YoY +20.59% (-$253.2K)
(XLKcusip81369Y803)	7.1K	QoQ +22.63% (+1.3K) YoY +84.40% (+3.3K)	All Managers (Combined)	$1.5M	QoQ +8.89% (+$120.3K) YoY +82.86% (+$667.0K)
(SPDWcusip78463X889)	39.7K	QoQ -15.58% (-7.3K) YoY -10.00% (-4.4K)	All Managers (Combined)	$1.4M	QoQ -9.94% (-$159.8K) YoY -8.57% (-$135.7K)
(IWFcusip464287614)	4.0K	QoQ -0.24% (-10) YoY -2.75% (-113)	All Managers (Combined)	$1.4M	QoQ -10.30% (-$165.6K) YoY +4.19% (-$58.0K)
(cusip464287721)✕	10.2K	QoQ 0.00% (-0) YoY +13.06% (+1.2K)	All Managers (Combined)	$1.4M	QoQ -11.95% (-$194.1K) YoY +17.56% (+$213.6K)
(cusip464287176)✕	12.2K	QoQ +103.13% (+6.2K) YoY +64.17% (+4.8K)	All Managers (Combined)	$1.4M	QoQ +111.79% (+$715.4K) YoY +69.80% (+$557.2K)
(cusip78464A649)✕	52.8K	QoQ -1.90% (-1.0K) YoY +11.44% (+5.4K)	All Managers (Combined)	$1.3M	QoQ +0.25% (-$3.4K) YoY +12.59% (+$150.8K)